Senior Associate Analytics Sales Specialist
About The Position
The Americas Wealth Management coverage team develops new revenue across the wealth market and grows and retains MSCI’s existing wealth clients. The team serves prospects including RIAs, independent broker-dealers, enterprise wealth managers, fintech platforms, and private banks. It builds qualified pipelines in assigned territories, helps clients realize measurable value from their purchases, and shares client feedback with Product, Marketing, and Data to keep MSCI’s wealth offering aligned with market needs. The Senior Associate Analytics Sales Specialist prospects and qualifies opportunities across wealth firms, supports pipeline and quota targets, cultivates client relationships, drives adoption and expansion of MSCI Wealth Solutions, and collaborates with internal teams on go-to-market plans and product feedback.
Requirements
- At least 5 years of experience in outbound prospecting, business development, or client coverage; ideally in SaaS, fintech, or financial services.
- A record of meeting targets and initiative in opening new customer relationships.
- Working knowledge of wealth management, private banking, or the advisor technology landscape, including portfolio management, proposal generation, and reporting platforms.
- Ability to engage CIOs and other sophisticated buyers and translate technical analytics into business value.
- Demonstrated ability to understand external client and internal stakeholder needs and ensure work addresses them.
- Strong problem-solving, organizational, and time-management skills; ability to deliver projects on time and exercise good judgment when using AI and data.
- Effective cross-functional communication and collaboration, including with Marketing, Product, Data, and Sales.
- Ability to build networks beyond the immediate team.
- Direct and assertive approach while building lasting relationships; openness to different perspectives and support for colleagues.
Nice To Haves
- Familiarity with private markets and alternatives in wealth portfolios.
- Experience maintaining pipeline and activity records in Salesforce.
- Curiosity about improved ways of working, practical process-improvement suggestions, and willingness to test AI-enabled approaches.
Responsibilities
- Prospect across wealth firms, including fintechs, RIAs, enterprise platforms, and private banks.
- Build prioritized target-account lists and account plans for assigned territories and segments.
- Research accounts’ technology stacks, investment processes, and analytics, risk, or private-asset capability gaps.
- Conduct discovery conversations with CIOs, investment leaders, product and technology leaders, and home office teams.
- Qualify opportunities based on stakeholders, use case, competition, and timing, then hand them to Sales with a clear path to close.
- Meet quarterly targets for qualified opportunities and generated pipeline, and maintain accurate, current Salesforce records.
- Build long-term relationships with investment, home office, and technology teams through proactive outreach, portfolio consultations, and market insight.
- Drive adoption of MSCI Wealth Solutions, identify opportunities to expand across teams and platforms, and support renewals by demonstrating post-sale value.
- Partner with Marketing, Product, Data, and Sales on go-to-market plans, campaigns, and events.
- Share client and market feedback to inform product direction and competitive positioning.
Benefits
- Eligible for an annual bonus.
- Comprehensive employee benefits tailored to location, supporting financial security, health, and wellbeing.
- Flexible working arrangements, advanced technology, and collaborative workspaces.
- Global Orientation program and access to Learning@MSCI, the AI Learning Center, LinkedIn Learning Pro, and tailored learning opportunities.
- Professional growth and development through multi-directional career paths, internal mobility, new challenges, and expanded roles.
- Eight Employee Resource Groups supporting inclusion, belonging, and connection.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
